Bring in the Experts: SUPER WEDNESDAY led by Charlene Overell, MAC Committee Member : Key considerations when discussing investments with clients
OnlineHosted by Charlene Overell MAC Committee, with guest speakers Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ. […]
Bring in the Experts: Raising Awareness of the Value of Financial Advice
OnlineJoin Bronwyn Kirwan, Fidelity Life Chief Commercial Officer, and Mark Vincett, Insight Director from market researchers Sapien, to learn about Advice for good, Fidelity Life’s recently released research into New […]
Bring in the Experts: How changes in the brightline test impact both buyers and sellers
OnlineWhether advising clients on property or investment, this webinar with Kate Chivers, Principal, TurnerHopkins will provide you with the latest information on the brightline test. Kate is a property law […]
Professional Ethics Workshop – Thursday, April 18th
OnlineProfessional Ethics Workshop - Thursday, April 18th from 9am - 12pmThis workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking […]
Bring in the Experts: Business Success Unveiled
OnlineOur upcoming webinar, “Business Success Unveiled,” brings together a panel of accomplished financial advisers who have not only innovated in the business world but also transformed their own lives. Our Financial […]
Regional Town Hall Meeting – New Plymouth
BNZ Partners Centre - New Plymouth 13 Devon Street East, New Plymouth, New ZealandOne month after commencing in his new role, Nick is eager to hear directly from our members and broader financial advice community on your business opportunities and challenges. Financial Advice New […]
Central Branch Regional Meeting
Manawatu Community Law Centre 193 Broadway Avenue, Palmerston North, New ZealandMembers and their colleagues are invited to the Central Branch meeting on Tuesday 30 April. Network with your peers and hear from two speakers: Dr Claire Matthews, Head of Banking and […]
Bring in the Experts: When Clients Claim
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandManaging a successful business is not just about managing effective relationships and communications with clients, but also understanding the risks associated with providing financial advice and making appropriate business decisions […]
Bring in the Experts: SUPER WEDNESDAY led by Risk MAC Achieving Higher Compliance: Three Common Shortcomings
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAt the 2024 Financial Advice NZ conference the FMA shared some insights from their past monitoring visits. The purpose was to help advisers understand some of the advice practice areas […]
Bring in the Experts: Helping your clients stay ahead of the curve amidst DTI and CCCFA changes
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThere is a lot of noise in the market about the proposed changes to Credits Contracts and Consumer Finance Act (CCCFA) and Debt to Income ratios (DTI’s).
But opportunities always appear in the midst of change.
Hamish Patel, Mortgage Adviser at Mortgagesonline and Chair of the Financial Advice NZ Lending MAC committee and John Bolton (JB) founder of Squirrel Mortgages will share their insights about the changes that are afoot and their views on how the market will respond.
They will discuss what it could mean for interest rates, bank appetite for lending and the impacts on client demand.
Then they will help you think about what you could do to help your clients stay ahead of the curve.
